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Artificial Intelligence
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Artificial Intelligence (AI) technology refers to a set of technologies and methods used to simulate, extend, and enhance human intelligence. It is an important branch of computer science, aiming to develop intelligent machines or software capable of performing tasks that typically require human intelligence, including but not limited to perception, reasoning, learning, decision-making, and self-correction. Since 2023, the AI industry has continued to receive significant attention.
- 1598.426
- +21.877+1.39%
Close Feb 26 16:00 ET
1617.885High1585.720Low
1592.574Open1576.549Pre Close1.12BVolume40Rise40.54P/E (Static)164.60BTurnover1Flatline1.09%Turnover Ratio20.02TMarket Cap6Fall18.42TFloat Cap
Constituent Stocks: 47Top Rising: SMCI+12.23%
may the GPU be with u
lao huang is hyping s more gpus wil be in demand , but if china can use lower gpu with better software to sell same quality and cheaper ai products , you think trump wlll not outright ban ai chips to china ? and huawei and smic are not trying ti fill that chip gap even without cuda concurrentky ?
china has shown they can fill thst gap with softeware engineering . lao huang knows it and he shit scared.
he know sooner or later ai chips will be banned to china screwiibg nv sal...
For NVIDIA, inference AI is additive, not a replacement.
Post-training may require more computing power, and "long-term thinking" suggests inference processes will also utilize massive GPU resources.
Foreign Sell-side Sentiment from Baba
Last Friday, Jefferies first raised Ali's price target to 160; at that time, it could already confidently say that this is the current STREET HIGH;
On Monday, DAMO mentioned Ali's target price to 180; bull case to see 300 (in the bull case, the cloud alone accounts for 100);
Today, even Bernstein, which has been less bullish on Ba...
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